Item file maintenance, Inventory information (DMR00301)

Related topics

• About unit handling in DC1
• About working with items
• Setting up the ePedigree functionality (Pharma US)
• Setting up the item sourcing functionality

On this panel you enter inventory handling information for the item. Depending on the template you have chosen, some fields may already be completed. Some may also be protected, i.e. the cursor will bypass them when you work your way through the fields.

This panel can be accessed through different programs and be displayed in different modes:

Default mode

Attribute mode

Enquiry mode

Forward maintenance program

Function keys

Time axis

Mandatory entry. Indicate if the item should be included and updated in the time axis function. The time axis is a planning instrument which in the Time axis enquiry program displays what is available for sale for an item/warehouse per day or week. It is also used in the Purchase suggestion routine (if DC1 Inventory Control is not installed and activated) to evaluate if it is time to purchase the item.

The field has to be set to YES if:

• the item is batch controlled with Date handling (defined on the third Inventory information panel)
• if DC1 Manufacturing is installed and activated and the item is not fictitious (as defined on the Basic data panel)
• the item has been set for delivery schedule handling with a schedule type of either 1 or 3

The field has to be set to NO if:

• the item is fictitious (as defined on the Basic data panel)

Batch

Mandatory entry. Indicate if the item is to be batch handled. If set to YES, when receiving the item in the purchase reception routines, the batch id to which the item belongs has to be defined. When picking the item for sales orders, the batch id from which the item was picked has to be defined.

Note: If running the ePedigree functionality for Pharma US installations, this field must be set to YES.

Note: If the Serial no tracking field is set to 1 or 2 on this panel, this field has to be set to NO. In addition, if the item is fictitious, the field has to be set to NO.

Note: Be careful when you change this code from NO to YES. If there is stock on hand for the item being put under batch control, an error message will be displayed when this code is changed from NO to YES. If this warning is ignored, the stock without a batch number will never be included on the Pick list.

In order to change this field from YES/NO to NO/YES it is recommended that you empty the stock, via inventory transactions, change this field, and then replenish the stock using inventory transactions once again.

Serial no tracking

Mandatory entry. Indicate if serial number tracking is valid for this item.

Permitted values:

0	No serial number tracking
1	Mandatory at sales pick confirmation
2	Always mandatory

If set to 2, then when receiving the item in the purchase reception routines, a serial number has to be defined for each unique item received. If set to 1 or 2, then when picking the item for sales orders, the serial number picked has to be defined.

Note: If the Batch field is set to YES on this panel, this field has to be set to 0. In addition, if the item is fictitious, the field has to be set to 0. In order to change the value in this field, it is recommended that you empty the stock, via inventory transactions, change this field, and then replenish the stock using inventory transactions once again.

Batch selection rule

Mandatory entry. Enter the value denoting if and how to select batches during picking.

Permitted values:

0	No batch suggestion.
1	One batch FIFO sequence. Pick the ordered quantity from one batch in First in First Out sequence. (This is the creation date sequence, meaning the date when the batch was received into stock.)
2	Several batches, FIFO sequence. Pick the quantity from as many batches as required to cover the ordered quantity in First In First Out sequence. (This is the creation date sequence, meaning the date when the batch was received into stock.)
3	One batch, expiry sequence. Pick the quantity from one batch in expiry date sequence. (When the batch is date handled, the expiry date must be entered when the batch is received into stock.)
4	Several batches, expiry sequence. Pick the quantity from as many batches as required to cover the ordered quantity in expiry date sequence. (When the batch is date handled, the expiry date must be entered when the batch is received into stock.)

Backlog sales order

Mandatory entry. Indicate if a backorder is allowed for this item on a sales order line. If you set this field to NO the system will suggest that a backorder is not created even if the order line is not delivered in full.

Volume value code

Mandatory entry. The code indicates the importance of this item. It can be manually decided after whatever principle preferred or calculated by the system. If calculated, the codes are decided after limits for the issued quantity the previous year multiplied with the average cost price. Permitted values are A, B or C. The volume value code is calculated by using the Segment inventory menu item.

Contrib to ord sum

Mandatory entry. Indicate if this item should contribute to order summary discounts. The flag you set here is updated to the order/quotation line during line entry. This flag controls if the line contributes to the summary of quantities and amounts in the basket qualification and the order summary discount calculation. This flag at the same time controls if the line benefits from any order line summary discounts (O-type) and header discounts (H-type). All lines that do not contribute to the order summary will NEVER benefit from it, in other words no order line summary discounts will be applied and no header discount will be apportioned over these lines. This flag is displayed on the line and can also be maintained.

Dispatch repricing

Mandatory entry. Indicate if sales order lines for this item should be repriced during Pick list confirmation (i.e. at dispatch). Note: If you set this field to YES, only a reprice will take place for the line. This does NOT include a new run of the order summary discount calculation for the whole order. Sales order lines which have been manually priced during sales order entry will not automatically become repriced during pick list confirmation.

Cash discount base

Mandatory entry. Indicate if the value of this item on an invoice (created in DC1 Distribution), should be included in the cash discount base.

Turnover amount

Mandatory entry. Indicate if the value of this item on an invoice (created in DC1 Distribution), should be updated to the turnover amount in the Accounts Receivable in DC1 Financials.

Sales statistics

Mandatory entry. Indicate if the item should update the Sales statistics file.

Purchase statistics

Mandatory entry. Indicate if the item should update the Purchase statistics file.

Repair history

This field is only displayed if DC1 Service is installed and activated and is a mandatory entry. Indicate if the item should be updated in the Object file when received on purchase orders and delivered on sales orders.

Handling/Hazard code

Enter a code from the Handling/hazard code table. The purpose of handling/hazard codes is to define any special requirements needed in the handling of items during their storage and transportation.

Display/entry segmnt

This field is only displayed if the D/E-UNIT (Display/Entry unit handling) function is activated in the Function control file. Indicate if the quantities for the display/entry unit (if such is defined) for this item will be displayed using the display/entry delimiter from the DIS control file. See About display/entry unit handling for more information.

Main cost warehouse

Optional entry. If not defined here, the mandatory Main cost warehouse, defined in the DIS control file, will be used for the landed cost calculation and the standard sales price calculation.

Landed cost:
If the Cost per warehouse field is set to NO in the DIS control file, the main cost warehouse of the item will be used for the landed costs calculation, i.e. if To warehouse in the landed costs definitions is similar to the item main cost warehouse, landed costs are updated for the item.

Standard sales price:
The costs from the main cost warehouse will always be retrieved and used as a base for the sales pricing, irrespective of whether the Cost per warehouse in the DIS control file is set to YES or NO.

Main supplier

Indicates the main supplier. The supplier with the best ranking (lowest figure), defined on the Supplier information panel in this file, will be considered as the main supplier. The main supplier is always used when creating purchase suggestions. Note: A supplier can also be defined at warehouse level to override the supplier defined in this field.

Currency clause

Availability check

Enter the code indicating if a stock availability check should be performed when this item is entered on a sales order. The check is done when the order line is entered. Note: This only applies for items being under time axis control.

Permitted values:

Value	Description
1	Yes, a check should be performed. Entry will not be allowed if the available quantity (according to the time axis) is lower than the ordered quantity at the given date.
2	Yes, a check should be performed. Allow entry but with an on-line warning.
3	No check, allow all entries. Note: This code will exclude items from sales order re-planning.

Note: The value entered in this field will override the value entered in the Av.check order entry field in the Sales order type table. If this field is left blank, the system will use the code defined in the Sales order type table when this item is entered on a sales order.

Avail check BOM

This field is only displayed if DC1 Manufacturing is installed and activated. Indicate if an availability check should be made on the item’s base bill of material (variant 000). The availability check will only be performed for this item if the Availability check field is set to 1 (Not allowed if not available) or 2 (Only warning if not available).

Note: This field is not applicable if the Availability check field is set to 3 (No availability check) or if the Item type is set to 3 (Material) or 4 (Purchased).

Item class

This field is used to define if the item is kept in stock or if it is purchased/manufactured on demand. A standard item, in contrast to a configurator product, is an item which is consistent. A standard item can either be a stock item or a non-stock item. Non-stock items are purchased/manufactured on demand. Note: Configurator products can only be handled if DC1 Manufacturing is installed and activated. Enter the item class.

Valid codes are:

Note: The item class can also be defined at warehouse level to override the class entered in this field.

Avail check BOR

This field is only displayed if DC1 Manufacturing is installed and activated. Indicate if an availability check should be made on the item’s base bill of routing (variant 000). The availability check will only be performed for this item if the Availability check field is set to 1 (Not allowed if not available) or 2 (Only warning if not available).

Note: This field is not applicable if the Availability check field is set to 3 (No availability check) or if the Item type is set to 3 (Material) or 4 (Purchased).

Planning method

The planning method defines what function should be used when creating order proposals. Enter the planning method.

Valid codes are:

• Planning method 0 must be defined for fictitious items.
• Planning method 1 can only be used for items defined as item type 3 or 4 on the Manufacturing information panel in this file.
• Planning methods 2 – 5 are only valid if DC1 Manufacturing is installed.
• Planning methods 6 – 7 are only valid if DC1 Supply Plan is installed and activated. In addition, these methods can only be used for items for which the Supply plan field is set to YES on the Inventory management panel in this file for at least one warehouse.

Avail check SOP

This field is only displayed if DC1 Manufacturing is installed and activated and if the SOP plan field is set to YES in the MFG control file. Indicate if an availability check should be made on the item’s sales and operation plan. The availability check will only be performed for this item if the Availability check field is set to 1 (Not allowed if not available) or 2 (Only warning if not available).

Note: This field cannot be used if the Availability check field is set to 3 (No availability check) or if the Item type is set to 3 (Material) or 4 (Purchased).

Note: If a value is not entered in this field then the value defined in the DIS control file will be used.

Note: You cannot change the value in this field if you have items in stock.

Note: This field cannot be set to 4 (unique cost per serial number) if the Activate WHM field (on the Item file maintenance, Warehouse management panel) is set to YES for any warehouse in which the item is active.

Margin cost basis

Optional entry. If not defined here the mandatory Margin cost basis flag, defined in the DIS control file, will be used. Indicate what cost should be used to calculate the profit margin.

Valid codes are:

Code	Description
1	Average purchase cost
2	Standard cost (SC)
3	Last purchase cost
4	Purchase price 1
5	Standard cost sales (SCS)

The gross margin percentage is displayed in Sales order entry and the cost price and value used for the margin calculation is displayed on the sales order line.

Sourcing policy

In this field you have the option to make an exception to the Sourcing policy defined for your customer in the Business partner/Address file. Enter a code from the Sourcing policy table to assign a specific Sourcing policy to this item. The system will use this Sourcing policy to retrieve a warehouse whenever the item is entered on a sales order.

Auto source

Indicate if the system should search through all warehouses in the sourcing policy to find the requested quantity. This field and the equivalent field in the Sales orde type table must be set to YES.

Note: If you want to make an exception for an item, meaning you do not want the YES logic (set in the Auto source field in the Sales order type table) to apply to a particular item, set this field to NO. (See Set up auto source handling for more information).

If you set this field to YES here and in the Sales order type table, and requested quantity cannot be found the result depends on different settings in the system and occurs in the order outlined:

1. Create a BtB order (if allowed for the item, as defined on Item/Warehouse level in the Transit and Direct fields) using the Sourcing policy, attributed either to the customer or to the item, for the best possible delivery to your customer.
2. If BtB not allowed, apply the Automatic fulfilment rules (via the OFR code) if Auto fulfilment is allowed for the sales order type.

Item file maintenance, Inventory information (DMR00302)

Related topics

On this panel you enter inventory handling information for the item. Depending on the option you have chosen, some fields may already be completed. Some may also be protected, i.e. the cursor will bypass them when you work your way through the fields.

This panel can be accessed through different programs and be displayed in different modes:

Default mode

Attribute mode

Enquiry mode

Forward maintenance program

Function keys

Standard cost

The standard cost of the item. Automatically calculated by the system. If the item has been created/generated via the Item classification functionality you have the following two options for update:

• Automatically update this field for this specific item via the Update cost from purchase price function key. See the description for that function key for more information.
• Automatically update this field via the download functionality in the Item classification definition. The download of costs/prices from the Item classification definition level is done for all items connected to the Standard purchase price grouping structure of the item classification definition.

The calculation of this cost is done as follows:

Purchased items:
The standard cost is calculated as:

Std net purch price + Sum of the standard landed costs

The standard net purchase price is defined on this panel. Any standard landed costs are calculated using the Refresh landed costs menu item. Note: The standard landed costs used in this calculation is the costs calculated for the main warehouse (defined in the DIS control file).

Landed costs are those costs, such as freight, duty, insurance and handling costs, which are over and above the price paid to a supplier for the goods. The standard landed costs can be displayed by using the applicable option in the Item file enquiry program, on the Work with warehouses panel.

Manufactured items:
(If DC1 Manufacturing is installed and activated, Item type is set to 1 or 2.) The standard cost is calculated according to the structure of the manufactured item, i.e. the costs of the material and operations in the structure.

The value in this field can only be changed for either manufactured or fictitious items with the condition that the Cost type field is defined as Standard cost.

Note: If the Cost type is set to Standard cost and this field is changed when there is stock on hand, the stock value will be re-calculated and bookkeeping transactions will be created.

Stand net purch price

This is the current net purchase price without landed costs. If supplier discounts are defined for the item they are also reduced, with the exception of limit dependent discounts. This price, together with any standard landed costs, is used to automatically calculate the Standard cost for purchased items. See the Standard cost field on this panel for a description. There are four ways in which this field can be updated:

• Manually enter the standard net purchase price, i.e. after deduction of supplier discounts.
• Automatically update this field for this specific item via the Item file update program.
• Automatically update this field for this specific item via the Update cost from purchase price function key. See the description for that function key for more information.
• Automatically update this field via the download functionality in the Item classification definition. The download of costs/prices from the Item classification definition level is done for all items connected to the Standard purchase price grouping structure of the item classification definition.

If the Cost type field is defined as Standard cost, in either the:

This field is not displayed if:

• the item is a manufactured item and the Cost type is set to standard cost.
• the item is fictitious

Last purchase cost

The value in this field can either be automatically calculated by the system or manually entered. The value represents the latest recorded cost for reception of the item into stock from supplier, reported via goods reception or from manufacturing when goods have been manufactured in DC1 Manufacturing. When the cost type is not FIFO for the item (see description of Cost type), the value will be used as the cost in the FIFO transaction creation during all methods of reception of goods (i.e. manual inventory transaction, goods reception from supplier or reception of goods from manufacturing).

The field is mandatory when:

• the Cost type is FIFO and the item is a purchased item. This is in order to guarantee a cost value for positive stock take differences
• OR, the Margin cost basis is defined as Last purchase cost

This field is not mandatory when:

• Cost per warehouse is set to YES
• AND, Last purchase cost is not updated on item/warehouse level (i.e. in most cases, during the set up of the item

Last purchase cost is not allowed to be blank when:

• Cost per warehouse is set to YES and Last cost price is found on the item/warehouse level. In this case the last purchase cost on the item/inventory level is the last Last purchase cost on the item/warehouse level.

Automatic calculation:

The cost is calculated according to the following:

Purchased items:

• If the item is a purchased item (not manufactured within the company) the cost is calculated as:
  

  Net purchase price + sum of all discrete and distributed landed costs on order line

  Landed costs are those costs, such as freight, duty, insurance and handling costs, which are over and above the price paid to a supplier for the goods.

Manufactured items:

• If the item is manufactured within the company, this is the actual pre-calculated manufacturing cost of the item the last time it was manufactured.

The Cost type parameter can be defined at:

• the company level (DIS Control file)
• and at the item level (on the Item file, Inventory information panel).

Average cost

This field is used to define the average cost of the item. This value will be used to generate statistics and bookkeeping transactions.

If the Cost type field is defined as Average cost, in either the:

The value in this field is automatically calculated by the system when the item is received to stock. The cost is calculated according to the following:

Purchased items:

((qty in stock + qty on IRO) x avg cost)+(rec’d qty x TLC) ——————————————————————— (qty in stock + qty on IRO + received quantity)

where TLC (total landed cost) is calculated as:
TLC = Net purchase price + sum of all discrete and distributed landed costs on order line.

Landed costs are those costs, such as freight, duty, insurance and handling costs, which are over and above the price paid to a supplier for the goods.

Manufactured items:

((qty in stock + qty on IRO) x avg cost)+(rec’d qty x PCU) ———————————————————————- (qty in stock + qty on IRO + received quantity)

where PCU means one of the following:

• If DC1 Manufacturing is installed: PCU = actual pre-calculated manufacturing order cost per unit.

If the Cost type field is set to Average cost, as defined in either the:

This field is also mandatory if:

• the Cost per warehouse field (in the DIS control file) is set to NO.

Note: If the Cost type is Average cost and you change this field when there is stock on hand of the item, the stock value will be re-calculated and bookkeeping transactions will be created.

Last transit p.cost

This field is used to define the cost of the item in the transit stock, if the cost type defined in DIS control file is FIFO. This value will be used to generate statistics and bookkeeping transactions.

The value in this field is automatically calculated by the system when the item is received to transit stock. The cost is calculated according to the following:

Purchased items:
If the item is a purchased item (not manufactured within the company) the cost is calculated as:

Net purchase price + sum of all discrete and distributed landed costs on order line

Landed costs are those costs, such as freight, duty, insurance and handling costs, which are over and above the price paid to a supplier for the goods.

New std net pur prc

This field is only displayed if:

• DC1 Manufacturing is installed and activated.
• The item type is 3 or 4 (purchased).
• The Cost per warehouse field is set to NO in the DIS control file.

Enter the new standard net purchase price for buying the goods from the supplier. This price together with any standard landed costs is used to update the Calc standard cost field.

Total structure cost

This field is only displayed for a parent item with a structure type defined to have either of the following price calculation codes:

• 1 – Parent price is used. Component prices are zero set.
• 3 – Component prices are summarised and added to parent price.
• 4 – Same as 3 but calculation occurs during invoicing.

Displays the total structure cost for a parent item (including component costs).

Calc standard cost

This field is only displayed if DC1 Manufacturing is installed and activated and the Cost per warehouse field is set to NO in the DIS control file. Enter the new purchase price plus any standard landed costs. This field is used in combination with the Calc effect date field when you calculate product costing (basic data) with a future date. This field can also be updated from product costing for sub-assemblies and end items when you save a product costing based on a future date.

Calc effect date

This field is only displayed if DC1 Manufacturing is installed and activated and the Cost per warehouse field is set to NO in the DIS control file. Enter the start date for usage of the standard cost.

Standard cost sales

Standard cost sales is always calculated from the standard cost. This field is used as cost basis for margin calculation and sales pricing. The value is stored in cost unit. If the CLA-COPR (Item Classification costing/pricing) function is activated in the Function control file this field is automatically updated for Item classification items, via the following, using up-marks defined from the Standard purchase price (SPP) group in the item classification definition:

• The Update cost from purchase price function key on this panel. The update will be done for this specific item.
• Via the download functionality in the Item classification definition. The download of costs/prices from the Item classification definition level is done for all items connected to the Standard purchase price grouping structure of the item classification definition.

Otherwise the field must be updated manually.

For automatic update of standard cost sales for other items, (not item classification items), see the field descriptions for the following fields below: SCS calc basis, SCS calculation type and SCS calc value.

Safety stock type

Note: This field is not displayed if DC1 Inventory Control is installed and activated. This code indicates the type of safety stock the item should have.

Permitted values:

Value	Description
” “	No safety stock
1	Safety stock in days
2	Safety stock in quantity

Safety stock

Note: This field is not displayed if DC1 Inventory Control is installed and activated. A corresponding field in DC1 Inventory Control will override it. Enter the safety stock in days or quantity. The information to be entered is determined by the code defined in the Safety stock type field on this panel. If safety stock in quantity is used, the safety stock should be entered in stock units. The safety stock is used when purchase suggestions are created. The suggested quantity to purchase may be increased according to the safety stock to guard against fluctuations in demand and/or supply.

OP calculation code

Note: This field is not displayed if DC1 Inventory Control is installed and activated. A corresponding field in DC1 Inventory Control will override it. Mandatory entry. Indicate in which way the re-order point is set in the system. If set to YES, the re-order point is calculated by the system via the Calculate re-order point menu item. If set to NO and the Time axis field is also set to NO, the re-order point should be defined manually in the Order point field on this panel. This field should only be set to YES for those items where the Time axis field is set to NO.

Note: The re-order point is only calculated by the system if 1 is defined in the Item class field on the Inventory information panel in this file.

Order point

Note: This field is not displayed if DC1 Inventory Control is installed and activated. A corresponding field in DC1 Inventory Control will override it. Enter the re-order quantity in stock units. This quantity should be entered if the OP calculation code field is set to NO and the Time axis field is set to NO. The re-order quantity is used when purchase suggestions are created. If the available quantity of the item falls below this quantity, the item will be included on a purchase suggestion the next time purchase suggestions are created.

EOQ calculation code

Note: This field is not displayed if DC1 Inventory Control is installed and activated. A corresponding field in DC1 Inventory Control will override it. Mandatory entry. Indicate how the recommended order quantity is set in the system. If you set this field to NO, the order quantity should be manually defined in the Order quantity field on this panel. If set to YES, the order quantity is calculated by the system via the Calculate EOQ menu item. When the system has calculated the EOQ, the Order quantity field on this panel is updated with the calculated quantity.

Note: The economical order quantity (EOQ) is only calculated by the system if 1 is defined in the Item class field on the Inventory Information panel in this file.

Order quantity

Note: This field is not displayed if DC1 Inventory Control is installed and activated. A corresponding field in DC1 Inventory Control will override it. Enter the recommended purchase quantity in stock units. This quantity should be defined if the EOQ calculation code field is set to NO. The information is used when purchase suggestions are created. During that routine the suggested quantity to purchase should never be less than the quantity entered in this field.

Annual forecast

Note: This field is not displayed if DC1 Inventory Control is installed and activated. A corresponding field in DC1 Inventory Control will override it. Enter the forecast of the total quantity that should be dispatched for sale in a year. This is set manually and is not calculated by the system. The information is used when calculating the EOQ (via the Calculate EOQ menu item) and when calculating the re-order point (via the Calculate re-order point menu item).

SCS calc basis

This field, together with the two fields below, is used for automatic calculation of Standard cost sales for items (not item classification related items). If you want automatic calculation of Standard cost sales to be applied, an SCS calculation basis shall be defined. Available SCS calculation bases are:

Permitted values:

Basis	Description
1	Average cost
2	Last purchase cost
3	Standard cost
4	Standard net purchase price

Whenever the selected SCS calculation basis gets a new value, either manually changed or in some automatic process, a new standard cost sales will be calculated. If the Cost per warehouse functionality is activated in the DIS control file, these SCS calculation fields will also be used to update the Standard cost sales on warehouse level.

SCS calculation type

When the standard cost sales will be calculated, it will use the defined basis from the SCS calc basis field, and either a percentage or an amount for the mark-up calculation. Enter the Standard cost sales calculation type to use per item.

Available types:

Type	Description
1	Amount
2	Percentage

SCS calc value

Depending on what was defined in the SCS calculation type field above, enter either a percentage value or an amount value.

Item file maintenance, Inventory information (DMR00303)

Related topics

Note: This panel is only displayed if the item is under batch control, as specified on the Inventory information panel in this file.

The entries on this panel control the handling of the batch-controlled item.

Note: This panel might be displayed twice, if the Stand purchase price field on the previous panel is changed and if the system needed to re-calculate the Standard cost (also previous panel) value.

This panel can be accessed through different programs and be displayed in different modes:

Default mode

Attribute mode

Enquiry mode

Forward maintenance program

Function keys

Date handling

Indicate if date handling should be allowed for the item under batch control. If set to NO, no Date fields will be displayed in the following programs: Work with receptions and Work with inventory.

The Date fields include: Manufacturing date, Incubation date, Last arrival date, Use by date, batch security days, User-defined date 3-4.

Note: If running the ePedigree functionality for Pharma US installations, this field must be set to YES.

Note: This field cannot be set to YES if the item is not under time axis control, as defined on the Inventory information panel in this file.

Date handling of batch items are useful for items where you want to keep track of expiry dates, incubation dates, etc.

Serialize tracking

This field is only displayed if the SERTRACK (Serialized tracking) function is activated in the Function control file and is applicable for batch controlled items (i.e. the Batch field is set to YES for the item on the first Inventory information panel). Set this field to YES if you want to track batch controlled items by a serialization ID. Any time the user receives, picks or performs inventory adjustments (i.e. decreasing a quantity and/or stock movement) for a batch controlled item that has been flagged for Serialized tracking, it will be mandatory to enter/scan a unique serialized tracking ID per stock unit (for a reception), and select a unique serialized tracking ID per stock unit (for a picking or inventory transaction), thereby ensuring that the correct tracking ID’s are validated and logged. The serialized tracking ID’s are logged per reception, picking and inventory transaction and can be viewed via the Serialized tracking enquiry.

Batch security days

Enter the minimum number of days allowed during which an item must arrive at the customer before it expires (i.e. defined in the Use by date field in Reception note confirmation). This field can only be completed if the Date handling field is set to YES. Note: The expiry date is calculated by the system depending on the batch security days. Current date is not included in the calculation.

For example:

Reception date	Batch security days	Expiry date
2012-07-12	3	2012-07-15

Batch retention days

Enter the number of days this batch information can be kept, after the last dispatch date of this item, before it can be deleted via the Reorganise batch file program.

Allow sale after exp

This field can only be set to YES if the Date handling field is set to YES. Indicate if this batch controlled item can be sold after the expiry date (i.e. defined in the Use by date field in Reception note confirmation). If set to YES, the Accept expired batches field in the Business partner file, Customer file panel must be set to YES.

Allow sale bef inc

This field can only be set to YES if the Date handling field is set to YES. Indicate if this batch controlled item can be sold before the actual incubation date,(i.e. defined in the Incubation date field in Reception note confirmation). Note: Dispatch date can be before Incubation date, but Dispatch date + Customer transport time must be later than Incubation date.

User def date 1-4 text

Enter the field names for these user-defined batch date fields. The field names for Date 1 and 2 are used in the following: Batch file, Purchase order maintenance, Reception note confirmation, Inventory transaction entry, Inventory transaction movement, and Batch correction. The field names for Date 3 and 4 are used in the same programs, if the Date handling field is set to YES.

Batch mask

This field is applicable for both manufactured and purchased batch controlled items. During reception, you can have the system automatically generate a batch ID. Enter a variable denoting how the batch ID should be generated when receiving an item into stock. When setting up the batch mask in this field, it is possible to enter a number of variables or a combination of fixed constants (text) and variables. When a reception note is created for a batch item holding a batch mask, the generated batch ID will be suggested but can be changed during the actual reception.

The following variables can be used:

Variable	Description
ORD	Order number
YMD	Transaction date in format YYMMDD
DMY	Transaction date in format DDMMYY
MDY	Transaction date in format MMDDYY
YWW	Transaction week
WYY	Transaction week in format WWYY
YMM	Transaction date in format YYMM (not century)
MYY	Transaction date in format MMYY (not century)
SER	Batch number created from number series defined in the MFG control file (For manufactured items only)
OLN	Order line number (For purchased items only)
EXP	Batch expiry date
TME	Time in format HHMMSS
RCN	Reception note number (For purchased items only)
RCL	Reception note line number (For purchased items only)

Note: Each variable must be surrounded by %. If, for example, the manufacturing order number should be used, enter %ORD% in this field.

Item file maintenance, Inventory information (DMR00304)

Related topics

Note: This panel is only displayed if the item is under serial number control (i.e. the Serial no tracking field is set to YES on the Inventory information panel in this file.

The entries on this panel are used to automatically propose serial numbers when items are received to stock. When items are received, serial numbers are defaulted according to what is entered on this panel. Any number of series may be set up, and the numbering is very flexible with alphanumeric characters and predefined masks.

The entries on this panel will also be defaulted for this item on the the Supplier information panel in this file.

This panel can be accessed through different programs and be displayed in different modes:

Default mode

Attribute mode

Enquiry mode

Forward maintenance program

Function keys

Number mask

Define the series with a mask.

Valid characters are:

Fixed part value